DR AND MRS JOSEPH E BEIDMAN MEMORIAL FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DR AND MRS JOSEPH E BEIDMAN MEMORIAL FUND (EIN 22-6607484)
- Tax period
- 2019-02-01 to 2020-01-31
- Filed
- 2020-05-12
- IRS object ID
- 202011339349101021
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-12T15:00:22-05:00 | ReturnTs |
| Tax Period End | 2020-01-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226607484 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR AND MRS JOSEPH E BEIDEMAN MEM FD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRAN | BusinessNameControlTxt |
| Phone | 4127685898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8YB3502L | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127685898 | PhoneNum |
| Signature | 2020-04-03 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $148,549 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,855 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,855 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,425 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,499 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,425 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $13,280 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,280 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,747 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,560 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $187 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $928 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,675 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,560 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $187 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,452 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,452 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,560 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,639 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,720 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,818 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,732 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,732 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $135,420 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $136,658 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $143,817 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $139,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $141,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $148,549 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $139,042 | CapitalStockBOYAmt |
| Capital Stock EOY | $140,260 | CapitalStockEOYAmt |
| Retained Earning BOY | $196 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,130 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,238 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $141,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,238 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $141,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,238 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $141,391 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $141,390 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (81 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4.176 CAMBIAR INTL EQUITY FUND-INS | 2018-02-02 | 2019-04-04 | $108 | $122 | -$14 | -$14 | |
| 13.702 BAIRD MIDCAP INST | 2018-12-27 | 2019-04-04 | $292 | $240 | $52 | $52 | |
| 174.134 BAIRD MIDCAP INST | 2018-02-02 | 2019-04-04 | $3,707 | $3,434 | $273 | $273 | |
| 68.111 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-04-04 | $1,086 | $1,137 | -$51 | -$51 | |
| 41. ISHARES TIPS BOND ETF | 2016-08-29 | 2019-04-04 | $4,609 | $4,736 | -$127 | -$127 | |
| 135. ISHARES CORE US AGGREGATE BOND ETF | 2018-02-02 | 2019-04-04 | $14,608 | $14,473 | $135 | $135 | |
| 59. ISHARES MSCI EMERGING MKTS INDEX FUND | 2013-02-27 | 2019-04-04 | $2,591 | $2,556 | $35 | $35 | |
| 8. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-10-25 | 2019-04-04 | $351 | $313 | $38 | $38 | |
| 57. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2018-11-28 | 2019-04-04 | $9,931 | $9,174 | $757 | $757 | |
| 1. ISHARES TR S&P SMLCP VALU | 2018-12-27 | 2019-04-04 | $151 | $129 | $22 | $22 | |
| 9. ISHARES TR S&P SMLCP VALU | 2018-02-02 | 2019-04-04 | $1,355 | $1,383 | -$28 | -$28 | |
| 7. ISHARES TR S&P SMLCP GROW | 2018-02-02 | 2019-04-04 | $1,268 | $1,223 | $45 | $45 | |
| 1. ISHARES TR S&P SMLCP GROW | 2018-12-27 | 2019-04-04 | $181 | $157 | $24 | $24 | |
| 3. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2018-12-27 | 2019-04-04 | $269 | $222 | $47 | $47 | |
| 85. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2018-02-02 | 2019-04-04 | $7,619 | $7,302 | $317 | $317 | |
| 61. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2018-02-02 | 2019-04-04 | $4,977 | $5,237 | -$260 | -$260 | |
| 5. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2018-12-27 | 2019-04-04 | $408 | $352 | $56 | $56 | |
| 17. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2019-04-04 | $1,901 | $2,027 | -$126 | -$126 | |
| 3.935 MFS VALUE FUND CLASS I FUND 893 | 2018-04-06 | 2019-04-04 | $159 | $154 | $5 | $5 | |
| 10.488 MFS VALUE FUND CLASS I FUND 893 | 2018-12-27 | 2019-04-04 | $424 | $370 | $54 | $54 | |
| 247.262 MFS VALUE FUND CLASS I FUND 893 | 2013-02-27 | 2019-04-04 | $9,987 | $6,795 | $3,192 | $3,192 | |
| 127.464 T ROWE PRICE GROWTH STOCK FUND | 2012-09-19 | 2019-04-04 | $8,600 | $4,960 | $3,640 | $3,640 | |
| 11.869 T ROWE PRICE GROWTH STOCK FUND | 2018-12-27 | 2019-04-04 | $801 | $672 | $129 | $129 | |
| 272.786 ROWE T PRICE VALUE FD INC COM | 2018-02-02 | 2019-04-04 | $9,482 | $10,442 | -$960 | -$960 | |
| 31.632 ROWE T PRICE VALUE FD INC COM | 2018-12-27 | 2019-04-04 | $1,100 | $958 | $142 | $142 | |
| 1319.792 VANGUARD TOTL BD MKT IDX-ADM | 2018-02-02 | 2019-04-04 | $14,029 | $13,911 | $118 | $118 | |
| 393.363 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-01 | 2019-04-04 | $3,367 | $3,383 | -$16 | -$16 | |
| 97.062 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-02-02 | 2019-04-04 | $3,703 | $3,765 | -$62 | -$62 | |
| 5.052 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-10-25 | 2019-04-04 | $193 | $164 | $29 | $29 | |
| 139. WISDOMTREE U.S. QUALITY DIVI ETF | 2018-02-02 | 2019-04-04 | $6,066 | $5,984 | $82 | $82 | |
| 2. WISDOMTREE U.S. QUALITY DIVI ETF | 2018-05-18 | 2019-04-04 | $87 | $83 | $4 | $4 | |
| 5. WISDOMTREE U.S. QUALITY DIVI ETF | 2018-12-27 | 2019-04-04 | $218 | $185 | $33 | $33 | |
| .001 MFS VALUE FUND CLASS I FUND 893 | 2013-02-27 | 2019-04-25 | |||||
| 60.909 BLACKROCK TOTAL RETURN-I | 2019-04-04 | 2019-08-19 | $730 | $698 | $32 | $32 | |
| 5.445 DOUBLELINE FLEXIBLE INC-I | 2019-04-04 | 2019-08-19 | $53 | $53 | |||
| 14.548 HARBOR FD VALUE FUND | 2019-04-04 | 2019-08-19 | $227 | $219 | $8 | $8 | |
| 26.078 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-08-19 | $449 | $435 | $14 | $14 | |
| .211 JENSEN QUALITY GROWTH-Y | 2019-04-04 | 2019-08-19 | $11 | $11 | |||
| 9.502 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2019-08-19 | $145 | $145 | |||
| 5.772 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2019-08-19 | $85 | $83 | $2 | $2 | |
| 15.158 NUANCE MID CAP VALUE-Z | 2019-04-04 | 2019-08-19 | $196 | $189 | $7 | $7 | |
| 17.67 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2019-08-19 | $534 | $486 | $48 | $48 | |
| 3.264 PGIM HIGH YIELD FUND CLASS R6 | 2019-04-04 | 2019-08-19 | $18 | $18 | |||
| 4. SCHWAB US REIT ETF | 2019-04-04 | 2019-08-19 | $184 | $178 | $6 | $6 | |
| 4.875 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2019-08-19 | $158 | $152 | $6 | $6 | |
| 27.305 WASATCH INTL OPPORTUNIT-INST | 2018-02-02 | 2019-08-19 | $96 | $99 | -$3 | -$3 | |
| 60.562 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-08-19 | $730 | $703 | $27 | $27 | |
| 21.649 CAMBIAR INTL EQUITY FUND-INS | 2018-02-02 | 2019-10-23 | $566 | $634 | -$68 | -$68 | |
| 1.788 DOUBLELINE FLEXIBLE INC-I | 2019-04-04 | 2019-10-23 | $17 | $17 | |||
| 14.992 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2019-04-04 | 2019-10-23 | $175 | $175 | |||
| 25.549 HARBOR FD VALUE FUND | 2019-04-04 | 2019-10-23 | $412 | $385 | $27 | $27 | |
| 28.677 OAKMARK INTL SM CAP-INST 2888 | 2019-04-04 | 2019-10-23 | $435 | $418 | $17 | $17 | |
| 5.318 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-10-23 | $91 | $89 | $2 | $2 | |
| 1. ISHARES TR S&P 500 INDEX FD | 2019-04-04 | 2019-10-23 | $301 | $289 | $12 | $12 | |
| 3. ISHARES TR S&P SMLCAP 600 | 2019-04-04 | 2019-10-23 | $237 | $235 | $2 | $2 | |
| 5. ISHARES CORE MSCI EAFE ETF ETF | 2019-04-04 | 2019-10-23 | $313 | $310 | $3 | $3 | |
| 4.753 JENSEN QUALITY GROWTH-Y | 2019-04-04 | 2019-10-23 | $246 | $239 | $7 | $7 | |
| 16.642 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2019-10-23 | $261 | $255 | $6 | $6 | |
| 1.744 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2019-10-23 | $26 | $25 | $1 | $1 | |
| 22.013 NUANCE MID CAP VALUE-Z | 2019-04-04 | 2019-10-23 | $295 | $275 | $20 | $20 | |
| 4.314 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2019-10-23 | $132 | $119 | $13 | $13 | |
| 12.343 PGIM HIGH YIELD FUND CLASS R6 | 2019-04-04 | 2019-10-23 | $68 | $67 | $1 | $1 | |
| 1.941 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND | 2019-04-04 | 2019-10-23 | $19 | $19 | |||
| 7. SCHWAB US REIT ETF | 2019-04-04 | 2019-10-23 | $337 | $312 | $25 | $25 | |
| 3.729 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2019-04-04 | 2019-10-23 | $49 | $50 | -$1 | -$1 | |
| 2.314 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2019-10-23 | $75 | $72 | $3 | $3 | |
| 15.444 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-04 | 2019-10-23 | $442 | $432 | $10 | $10 | |
| 48.364 WASATCH INTL OPPORTUNIT-INST | 2018-02-02 | 2019-10-23 | $177 | $176 | $1 | $1 | |
| 8.456 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-10-23 | $102 | $98 | $4 | $4 | |
| 6.999 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2019-04-04 | 2020-01-21 | $87 | $82 | $5 | $5 | |
| 20.597 HARBOR FD VALUE FUND | 2019-04-04 | 2020-01-21 | $363 | $311 | $52 | $52 | |
| 4.431 OAKMARK INTL SM CAP-INST 2888 | 2019-04-04 | 2020-01-21 | $72 | $65 | $7 | $7 | |
| 27.243 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2020-01-21 | $529 | $455 | $74 | $74 | |
| 1. ISHARES TR S&P 500 INDEX FD | 2019-04-04 | 2020-01-21 | $333 | $289 | $44 | $44 | |
| 2. ISHARES TR S&P SMLCAP 600 | 2019-04-04 | 2020-01-21 | $169 | $157 | $12 | $12 | |
| 1.333 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2020-01-21 | $43 | $37 | $6 | $6 | |
| 19.356 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2019-04-04 | 2020-01-21 | $288 | $258 | $30 | $30 | |
| 5.629 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2020-01-21 | $199 | $176 | $23 | $23 | |
| .374 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-04 | 2020-01-21 | $11 | $10 | $1 | $1 | |
| 8.609 WASATCH INTL OPPORTUNIT-INST | 2018-02-02 | 2020-01-21 | $34 | $31 | $3 | $3 | |
| CAPITAL GAIN DIVIDENDS | $1,351 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,425 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,921 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $142,971 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048408 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,742 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $143,017 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047141 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,080 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $134,927 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052473 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,981 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $140,916 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04954 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,354 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $143,172 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04438 | DistributionYr5Rt |
| Total Distribution | 0.241942 | TotalDistributionRt |
| Average Distribution | 0.048388 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $143,076 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,923 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $97 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,020 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,639 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $194 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $194 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $194 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $556 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $556 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $362 | OverpaymentAmt |
| Applied To ES Tax | $196 | AppliedToESTaxAmt |
| Refund | $166 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127685898 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $3,747 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $145,255 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $145,255 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $145,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,179 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $143,076 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $194 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $194 | TotalTaxAmt |
| Distributable Before Adj | $6,960 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,960 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,960 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,639 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,639 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,639 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,960 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,452 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,639 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,452 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $187 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,773 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST PRESBYTERIAN CHURCH | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1084 W OLD VALLEY FORGE RD | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194064360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $6,452 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,452 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,855 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,425 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,280 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,280 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $48,074 | $49,925 |
| MUTUAL FUNDS - EQUITY | AT COST | $88,584 | $93,892 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $372 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $556 | $0 | $0 |